FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Live cross-firm bank consensus across 37 desks — FX, oil & gold
View bank forecastsWelcome to our commentary page, where we aggregate and normalize FX research from 18 leading institutional desks, including JPMorgan, Goldman Sachs, and HSBC. This resource provides insights into currency trends, market dynamics, and economic forecasts, helping traders and investors stay informed about the latest developments in the foreign exchange market.
Our curated content includes expert analyses and commentary from top financial institutions, allowing you to access a wide range of perspectives on currency movements and economic indicators. Whether you're looking for insights on the Euro's performance or the impact of central bank policies, this page serves as a comprehensive hub for understanding the factors influencing FX markets.
How have interest rate expectations changed after this week's events?
Rate hikes by year-end RBA: 41 bps (99% probability of rate hike at the next meeting) 2027: 65 bps Fed: 37 bps (71% probability of rate hike at the next meeting) 2027: 92 bps RBNZ: 37 bps (81% probability of rate hike at the next meeting) 2027: 125 bps BoC: 35 bps (65% probabilit
Morgan Stanley raises BoE rate outlook with hikes seen in November and February - Traders Union
Morgan Stanley raises BoE rate outlook with hikes seen in November and February Traders Union
Morgan Stanley now expects two quarterly BoE hikes amid tough fiscal backdrop By Investing.com - Investing.com South Africa
Morgan Stanley now expects two quarterly BoE hikes amid tough fiscal backdrop By Investing.com Investing.com South Africa
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi - Newsquawk
[MARKET ANALYSIS] European bourses soften while the DAX 40 gains as SAP GY share rise after positive software commentary by Citi Newsquawk
Fed's Daly says tariff impact on inflation beginning to fade
Daly's comments add a somewhat more balanced tone to recent Fed commentary, acknowledging tariff driven price pressures while also flagging early signs those effects are fading, a nuance that could support market expectations for the Fed to stay patient rather than move toward hi